Preserve Wealth Management
With over 34 years of combined experience, Preserve Wealth Management, led by Jim Spicer and Ryan Roy, has been dedicated to helping individuals and businesses achieve their financial goals. As CERTIFIED FINANCIAL PLANNERS™, we bring a wealth of expertise and a commitment to excellence in every client relationship.
Our Mission
Preserve Wealth Management seeks to become your lifetime partner in managing your retirement and investment strategies. We are dedicated not only to preserving, protecting, and growing your assets but also to helping you live the life you dreamed of in a financially responsible manner.
Core Values
At Preserve Wealth Management, our core values guide everything we do:
Community | We believe in giving back and making a positive impact in the communities we serve. |
Passion | Our enthusiasm for helping clients achieve financial success drives our daily work. |
Honesty | Transparency and honesty are the foundations of our client relationships. |
Client-Focused | Your needs and goals are our top priority. |
Trust | We strive to build and maintain trust through our actions and advice. |
Hard Work | We are committed to putting in the effort necessary to achieve the best outcomes for our clients. |
Integrity | We uphold the highest ethical standards in all our business practices. |
Teamwork | Collaboration and cooperation within our team and with our clients ensure we deliver the best solutions. |
